Sales & CRM
Create proposals, project funnel revenue and analyze closed sales.
On the Proposals screen you create and track proposals sent to your leads, with values, status and a link to the corresponding lead in the funnel.
The Forecast (Sales → Forecast menu) projects expected revenue based on the leads at each funnel stage and the value of the opportunities, useful for planning the month.
Available from the Profissional plan.
The History consolidates closed sales by period, letting you compare months and track your revenue growth.
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